Wealth Investment Manager at Absa Group Limited (Absa)

Job Summary

• Manage and grow a portfolio of high-net-worth clients, trusts, investment holding companies and businesses, servicing their local and offshore investment and fiduciary needs. Formulate plans for client acquisition, including collaboration with internal stakeholders and external lead providers.  Operate as part of a multi-disciplinary team to deliver holistic client solutions to meet clients’ investment, advisory, banking and lending requirements.

Job Description

• Portfolio Management: Ensure client portfolios are managed in accordance with the recorded mandate and aligned with the strategic asset allocation guidelines, conducting regular client reviews and delivering on client objectives.  Client facing role requiring proactive client engagement, portfolio performance management, reporting and executing of client requirements.  
• Business Development: Client acquisition centered activity to meet both financial targets and new business targets on an annual basis.  Develop strategies appropriate to grow the portfolio of assets under management, aimed at the growth of annuity income, up-front fees and advisory income.  
• Risk Management: Ensure that portfolio meets the required risk management standards, according to compliance guidelines and the in accordance with the established advisory processes and procedures.  
• People Management: Coach, mentor and manage administrative support staff towards driving business objectives and ensuring colleague development (where applicable). 

Education

• Bachelor`s Degrees and Advanced Diplomas: Business, Commerce and Management Studies (Required)